RefWorks for Historians

1. RefWorks for Historians Shona McLean shona.mclean@bodleian.ox.ac.uk

2. Aims of this session To enable you to: • Use the basic features of RefWorks; • Import references from different sources; • Manage your database of references; • Create a bibliography/reference list.

3. RefWorks… • is a free personal online database that allows you to manage all your research and to generate a bibliography in the format you need. • enables you to: • Import references from many sources • Organize your references • Include citations while you write your paper • Create a bibliography in a variety of citation formats, and in different document formats (Word, RTF, HTML, etc.)

4. Access • Access your personal account from any computer connected to the web. • Free access for Oxford University members, and Alumni. • Outside Oxford network, log in via group code- see http://www.bodleian.ox.ac.uk/eresources/RefWorks

5. Getting started: setting up an account • Go to www.RefWorks.com/RefWorks • Click on Sign up for a New Account • Fill in the form • Click on Register

6. Options for importing references: • Enter references manually • Export data from “Direct Export Partners” e.g. SOLO, OxLIP+, SCOPUS, CSA • Search for data from within RefWorks e.g. OLIS, PubMed • Import data from databases using saved files – usually in plain text format with tagged fields

7. Adding new reference manually • Click References| Add a reference. • Check you are happy with the choice in the Fields used by box. • Enter details in fields marked with  . • Use see detail for help in choosing what to enter. • Save reference or Save & add new to continue adding more references.

8. Direct export from SOLO • Login to SOLO using your Single Sign On. • Search SOLO and mark some results by clicking the star next to the item. • Access your E-shelf for a list all of the records you have marked. • Select the ones you want to use. • From the drop-down menu, choose Push to RefWorks and click Goto export directly to RefWorks.

9. Creating Folders in RefWorks • Click Folders and select Create New Folder. • Enter a name in New Folder Name and click OK. • Go back to View – Last Imported Folder and select some references. • Choose a folder from the Put in Folder list to save your selected references to that folder. • To find and remove any duplicates choose View – Duplicates and follow the instructions.

10. Direct export from OxLIP+ • Go to http://oxlip-plus.bodleian.ox.ac.uk and do a Cross-Search. • Select the articles you want to save and then click on My Research. • If you are not already logged in, click on the top right hand option to login, using your Single Sign-On login. • Again, select all the items you would like to export to RefWorks and click on Selected. • Click Save and then under Record format, select the option for RefWorks.

11. Direct export from Cambridge Scientific Abstracts • Conduct your search. Select the records you want to export and click the icon • Click • The references are automatically exported to RefWorks. (Make sure you are not already logged into RefWorks before you export) • Your records should appear in the Last Imported Folder. • Check them for accuracy at this point.

12. What to do when direct export is not possible - e.g. BBIH

13. 1. Saving results from BBIH • Search Bibliography of British & Irish History • Select the items you want to save • At the top of the page click on Export step 1, change file name if preferred step 2, select download as method of export step 3, select “.txt – RefWorks tagged format” click on export, then save file to computer.

14. 2. Importing to RefWorks • Log in to RefWorks. • Select References/Import from the toolbar. • Select the data source (RefWorks Tagged Format) and database (Tagged Format). • Browse for the text file you saved • Click Import. • Your records should appear in the Last Imported Folder.

15. About import filters • To see a list of Direct Export partners choose: References – Import – List of Filters and Databases - Direct Export Partners • For instructions relevant to most databases look at: References – Import – Import instructions

16. Importing from Google Scholar • From Google Scholar search page click on Preferences link at side of search box • Scroll down to Bibliography manager settings • Select to “Show links to import citations into” – choose RefWorks from the dropdown menu • Save preferences Search results should now offer the option to import to RefWorks- note: this has to be done individually as there is no “mark records” option.

17. Exercises: • Set-up an account on RefWorks • Search SOLO and export some records into RefWorks • Create a folder for your references • Search one of the databases shown (OxLIP+, CSA, BBIH or Google Scholar) and save some results to RefWorks

18. Formatting citations in your paper with Write-N-Cite • Write-N-Cite is a tool which you download into your word processing software. It makes placing references into your paper easy. • You need to download the Write-N-Cite plug from RefWorks. • Choose Tools – Write-N-Cite and follow the instructions.

19. Working Offline with Write-N-Cite • When you first download Write-N-Cite, tick the box for offline use • Offline, you can: • view your references and insert temporary citation placeholders • Format your bibliography • You cannot add, edit or delete references in your RefWorks account offline 

21. Adding a citation with W-N-C • To add a citation at a particular point in your Word document click on the Write-N-Cite icon on the toolbar. • Log into Write-N-Cite to access your RefWorks database through View – All references or View-Folder. • In the Word document, place you cursor where the citation is to be inserted. • From the Write-N-Cite list click on cite next to the reference you want. • Save your document.

22. Formatting a bibliography with W-N-C • In the Write-N-Cite window, click on Bibliography and choose your preferred style e.g. History Faculty style. • Click Create Bibliography for a document with citations and a bibliography formatted to your chosen style. • You can change your output style without creating a new document (N.B. don’t switch between in-text and footnote styles though) • You can un-format your document by choosing Tools – Display unformatted citations.

23. Adding page numbers to citations • To include page numbers in citations, use the Edit Citation in Write-N-Cite • This lets you preview and edit citations • Put page number(s) in specific page box for History Faculty style – e.g. p. 22 • See Help sections for more information

24. Creating a standalone bibliography • In RefWorks, click on Bibliography • Choose an Output (reference) style e.g. Harvard • Tick Format a Bibliography from a List of References • Choose a File type e.g. HTML, Word • Choosewhich references you want to include e.g. All references, My List, folder • Click on create bibliography

25. Help with using RefWorks • Use Help from the RefWorks menu • Report any problems to support@RefWorks.com • Please send feedback about the History Faculty style to shona.mclean@bodleian.ox.ac.uk

26. Exercises: • Create a standalone bibliography using some of your references in RefWorks • Open Word and use Write-N-Cite to add some citations to a document